Understanding the Virtual Estate Planning Model

Estate planning services can be delivered in different ways. Ridley Law Offices operates as a fully virtual practice, and all estate planning work is conducted through remote meetings and digital collaboration. 

This page is intended to help California residents determine whether a virtual estate planning model aligns with their expectations and preferences.

Virtual estate planning is not a workaround or a temporary accommodation. It is the firm’s standard service model and is designed to support a structured planning process without requiring in-person office visits.

When Virtual Estate Planning Is Often a Good Fit

A virtual estate planning model is often appropriate for clients who value flexibility and are comfortable working remotely.

This approach is commonly a good fit if:

• You are comfortable meeting by video or phone rather than in person.
• You prefer the convenience of remote meetings.
• You want to work with an attorney who serves clients throughout California.
• You are able to review and exchange documents electronically.
• You value efficiency without sacrificing thoroughness.
• You understand that a virtual model can still involve multiple planning meetings.

Situations Where This May Not Be the Right Fit

A virtual practice is not the right fit for everyone, and some individuals may prefer a different service model.

This may not be the right fit if:

• You require in-person meetings as part of the planning process.
• You are uncomfortable using video conferencing or digital tools.
• You are looking for walk-in availability or office visits.
• You prefer a purely local, in-office experience.
• You are seeking services outside of estate planning or probate.
• You do not reside in California or need advice governed by another state’s laws.

What Clients Commonly Need to Understand About Virtual Planning

Virtual estate planning changes how meetings occur, but it does not reduce the substance of the work. The planning process remains structured and deliberate.

Clients commonly need clarity on:

• How consultations and planning meetings are conducted remotely.
  How documents are reviewed, revised, and finalized.
• How questions are addressed between meetings.
• How execution and implementation are handled without office visits.
• What level of participation is expected throughout the process.

What a Consultation Generally Covers

A consultation is intended to determine whether a virtual estate planning model and the firm’s planning approach align with your needs.

A consultation generally includes:

• A discussion of your goals, assets, and planning concerns.
  An overview of how the virtual planning process works.
• Explanation of the firm’s workflow and communication approach.
• General information about fees and timing.
• Time for questions and clarification.

No specific outcomes can be predicted or guaranteed. Any legal advice depends on the facts of your situation and applicable California law.

About Ridley Law Offices

Ridley Law Offices is a California estate planning law firm operating as a fully virtual practice. The firm focuses on trust-based and comprehensive estate planning and related probate matters for clients throughout California.

• Attorney: Eric Ridley
• Practice Focus: Estate planning and probate
• Jurisdiction: California
• Service Model: 100% virtual

Considering Next Steps

If a virtual estate planning model and the planning process described above align with your expectations, you may consider scheduling a consultation to determine whether this approach is appropriate for your situation.

Disclaimer

This content is provided for informational purposes only and does not constitute legal advice. Viewing this page or contacting the firm does not create an attorney-client relationship. Legal outcomes depend on the specific facts of each situation and the applicable law.